Relaxing Retirement Coach’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$271K	Hold	11,196	–	–	0.08%	64
2023 Q1	$273K	Hold	11,196	–	–	0.09%	57
2022 Q4	$282K	Hold	11,196	–	–	0.1%	55
2022 Q3	$248K	Hold	11,196	–	–	0.12%	45
2022 Q2	$267K	Hold	11,196	–	–	0.13%	46
2022 Q1	$294K	Hold	11,196	–	–	0.15%	43
2021 Q4	$301K	Hold	11,196	–	–	0.17%	44
2021 Q3	$277K	Hold	11,196	–	–	0.23%	42
2021 Q2	$282K	Hold	11,196	–	–	0.24%	41
2021 Q1	$272K	Hold	11,196	–	–	0.31%	40
2020 Q4	$239K	Sell	11,196 -11,196	-50%	-$227K	0.26%	43
2020 Q3	$412K	Buy	+22,392	New	+$412K	0.18%	45
2020 Q2	–	Sell	-13,440	Closed	-$201K	–	48
2020 Q1	$201K	Hold	13,440	–	–	0.12%	48
2019 Q4	$259K	Hold	13,440	–	–	0.08%	48
2019 Q3	$245K	Hold	13,440	–	–	0.08%	49
2019 Q2	$238K	Hold	13,440	–	–	0.07%	51
2019 Q1	$234K	Hold	13,440	–	–	0.07%	50
2018 Q4	$210K	Hold	13,440	–	–	0.07%	51
2018 Q3	$238K	Hold	13,440	–	–	0.07%	52
2018 Q2	$221K	Hold	13,440	–	–	0.07%	48
2018 Q1	$220K	Sell	13,440 -4,023	-23%	-$68.6K	0.07%	54
2017 Q4	$298K	Buy	+17,463	New	+$287K	0.1%	50